Lokken Investment Group’s Belpointe PREP OZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $229K | Hold |
3,574
| – | – | 0.09% | 121 |
|
|
2025
Q1 | $231K | Hold |
3,574
| – | – | 0.1% | 118 |
|
|
2024
Q4 | $277K | Hold |
3,574
| – | – | 0.12% | 106 |
|
|
2024
Q3 | $247K | Hold |
3,574
| – | – | 0.1% | 131 |
|
|
2024
Q2 | $207K | Hold |
3,574
| – | – | 0.1% | 138 |
|
|
2024
Q1 | $218K | Buy |
3,574
+175
| +5% | +$10.7K | 0.11% | 129 |
|
|
2023
Q4 | $263K | Hold |
3,399
| – | – | 0.15% | 105 |
|
|
2023
Q3 | $291K | Hold |
3,399
| – | – | 0.19% | 99 |
|
|
2023
Q2 | $292K | Hold |
3,399
| – | – | 0.19% | 106 |
|
|
2023
Q1 | $319K | Hold |
3,399
| – | – | 0.24% | 93 |
|
|
2022
Q4 | $340K | Hold |
3,399
| – | – | 0.27% | 83 |
|
|
2022
Q3 | $287K | Hold |
3,399
| – | – | 0.25% | 88 |
|
|
2022
Q2 | $332K | Hold |
3,399
| – | – | 0.27% | 80 |
|
|
2022
Q1 | $338K | Hold |
3,399
| – | – | 0.27% | 89 |
|
|
2021
Q4 | $340K | Buy |
+3,399
| New | +$340K | 0.24% | 91 |
|